Recent 8-K filings for F

• May 21, 2026, 6:45 AM ET debt materiality 0.75 neutral item 1.01item 2.03item 8.01item 9.01

  Ford assumes $3.805B DOE loan for Kentucky battery plant, exits BlueOval SK JV

  Ford redeemed its membership interest in BlueOval SK (BOSK) and terminated its $6.6B capital contribution commitment.

• April 29, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Ford Q1 revenue $43.3B, net income $2.5B; raises FY adjusted EBIT guidance to $8.5-10.5B

  Adjusted EBIT of $3.5B includes $1.3B one-time IEEPA tariff benefit; GAAP EPS $0.63 vs $0.12 YoY.

• April 15, 2026, 7:59 PM ET leadership materiality 0.65 negative item 5.02item 7.01item 9.01

  Ford's Chief EV, Digital, and Design Officer J. Douglas Field to depart next month

  J. Douglas Field, Chief EV, Digital, and Design Officer, notified Ford on April 15, 2026 of his decision to leave after a transition period.

• March 13, 2026, 7:59 PM ET other material materiality 0.60 positive item 8.01

  Ford Motor Company Announces Anti-Dilutive Share Repurchase Program of Up to 31.7 Million Shares

  Board authorizes repurchase of up to 31.7 million shares of Ford Common Stock.

• February 10, 2026, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Ford reports Q4 net loss of $11.1B on special items; 2026 EBIT guide $8-10B

  Q4 revenue $45.9B (-5% YoY); full-year revenue $187.3B (+1% YoY).

• January 6, 2026, 6:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Ford Q4 2025 US sales up 2.7%, full-year up 6%; market share rises to 13.2%

  Total 2025 US sales of 2,204,124 vehicles (+6% YoY); annual market share 13.2% (+0.6 ppt).

• December 15, 2025, 6:59 PM ET other material materiality 0.85 negative item 2.06item 7.01item 9.01 ◈ Restructurings & Charges ×2

  Ford records ~$19.5B in special items, cancels EVs, ends F-150 Lightning, launches battery storage

  Aggregate special items ~$19.5B pre-tax, majority in Q4 2025: ~$8.5B Model e asset write-down, ~$3B BOSK impairment, plus program cancellation costs.

• November 21, 2025, 6:59 PM ET other material materiality 0.60 neutral item 7.01item 9.01

  Ford reaffirms FY2025 guidance after supplier Novelis plant fire; operations mostly restored

  Fire at Novelis Oswego plant on Nov. 20 contained; no injuries; cold mill and heat treatment operations now running.

• October 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Ford reports record Q3 revenue $50.5B, net income $2.4B; full-year EBIT guidance $6.0-6.5B

  Revenue $50.5B (record), net income $2.4B, diluted EPS $0.60 vs $0.22 YoY.

• October 1, 2025, 7:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  Ford Q3 US sales rise 8.2% to 545,522; electrified vehicles hit record 85,789

  Total sales 545,522, up 8.2% YoY; seven consecutive months of growth.

• July 30, 2025, 7:59 PM ET earnings materiality 0.90 negative item 2.02item 8.01item 9.01

  Ford Q2 Revenue $50.2B, Net Loss $36M; Declares 15c Dividend; Reinstates 2025 Guidance

  Second-quarter revenue reached a record $50.2 billion; net loss of $36 million due to special items.

• July 16, 2025, 7:59 PM ET regulatory materiality 0.65 negative item 7.01

  Ford discloses $570M fuel injector recall for 2021-24 Bronco Sport, 2020-22 Escape, 2019-24 Kuga

  Estimated aggregate cost of $570M for fuel injector field service action on certain models.

• July 1, 2025, 7:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Ford Q2 2025 U.S. sales up 14.2%; market share surges to 14.3%

  Total sales of 612,095 vehicles, with F-Series posting best Q2 since 2019 at 222,459 units sold.

• May 5, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Ford Q1 revenue $40.7B, net income $471M; suspends FY2025 guidance due to tariffs

  Revenue $40.7B, down 5% YoY; net income $471M vs $1.3B; EPS $0.12 vs $0.33.

• April 1, 2025, 7:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Ford Q1 US retail sales up 5%, F-Series best start in 20 years, electrified record 73,623

  U.S. retail sales rose 5% in Q1; March retail up 19%.

• February 5, 2025, 6:59 PM ET leadership materiality 0.70 neutral item 5.02item 7.01item 9.01 ◈ executive_change ×2

  Ford appoints Sherry House CFO; Lawler to Vice Chair; multiple leadership changes

  Sherry House named CFO effective Feb 6; she joined Ford as VP Finance in June 2024.

• February 5, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Ford posts record revenue $185B in FY24, but 2025 EBIT guidance of $7-8.5B vs $10.2B prior year

  Q4 revenue $48.2B (+5% YoY), net income $1.8B (vs -$0.5B loss Q4'23), adjusted EBIT $2.1B.

• January 3, 2025, 6:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Ford reports 6% retail sales growth in 2024, double industry pace; electrified vehicle sales record 285,291

  Q4 retail sales up 17%; full-year 2024 retail gains 6%, twice the estimated retail industry rate.

• December 16, 2024, 6:59 PM ET debt materiality 0.75 neutral item 1.01item 2.03item 9.01

  Ford guarantees 50% of BlueOval SK's $9.63B DOE loan for battery plants

  BlueOval SK (Ford 50/50 JV with SK On) entered DOE Loan Agreement for $9.63B to finance battery plants in TN and KY.

• November 14, 2024, 6:59 PM ET regulatory materiality 0.70 negative item 8.01

  Ford enters NHTSA consent order over 2020 recall, agrees to $165M civil penalty

  Consent order resolves NHTSA allegation that 2020 rearview camera recall was untimely; no admission of liability.

• October 28, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Ford Q3 revenue $46B (+5% YoY), adjusted EBIT $2.6B; cuts FY2024 adj. EBIT guide to ~$10B

  Net income $0.9B (down $0.3B YoY) includes $1B EV-related charge; diluted EPS $0.22.

• August 21, 2024, 7:59 PM ET other material materiality 0.70 neutral item 2.06item 7.01item 9.01

  Ford cancels all-electric three-row SUV, takes $400M impairment; broadens hybrid focus

  $400M non-cash impairment for canceled all-electric three-row SUV; special item in Q3 2024.

• July 24, 2024, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  Ford Q2 revenue up 6% to $47.8B, net income $1.8B, adj. EBIT $2.8B; raises FCF guidance

  Revenue $47.8B (+6% YoY); net income $1.8B; diluted EPS $0.46.

• May 10, 2024, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change ×2

  Ford appoints John Lawler as Vice Chair; Sherry House to become CFO in early 2025

  John Lawler, current CFO, appointed Vice Chair effective June 3, 2024; retains CFO role initially.

• April 24, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Ford Q1 revenue $42.8B, net income $1.3B; raises FCF guidance, declares $0.15 dividend

  Q1 revenue $42.8B (+3% YoY); net income $1.3B; adjusted EBIT $2.8B.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.60 · Most common event other_material

11 positive 10 negative 22 neutral

source · F on sec.gov